Chart



H. B. TABOR Jan. 4 1927- CHART Filed April 10. 1923 AUDIT SUHMARYSALESHAN ROUTE CREDITS CONT. RE-SULT APPROVED BY VI 5 D E H D U A Patented Jan. 4, 1927.

UNITED S m-T es PP HARRYB. TAIBOR, OI EVERETT, MASSACHUSETTS.

CHART.

Application filed April'lo, 1923. SerialNo; 631L054.

This invention relates to charts, and it ha-si'or its chief object to devise a chart 011-Whi=ch a record of *an i11dividu al-salesman, sales department, or the li-l'zeyean be keptnp to" date constantly With a miniinu-m bfdabor, and fromwhich a sal'esinan or manager can see at a-glance the result of anyclays Work a-ndce inpare it- With pre vieus days or -with a suitable standard.

The preferredembodiment of the invention comprises a chalft which not "only gives a daily record of "sales, but incl'ndes the debit and credit items necessary to enable the salesman or manager to determine daily, anchwitlra minimum of effort, the exact status cf the Work 01'' aceonht' ofihat particular'- salesman," salesdepartment, or the like The nature o' f the invention will be readily understood from the fdllOWing description ti'hen read 'inconnection with themcoinpanying 1 drawing, 1 and the *novel features will' be' particularly pointed out in the appended claims.

The single figure of the acceinp-an'yi-ng drawing is a 'plan'vie w of ai ehart embodying a preferred form of the inv'ention.

'' The invention will be herein disclosed as enibedi' e'd in chart designed esp'eeially' with reference "to the requirements (if the retail milk business; it beingunderstood,however, that the same general principles are applicable to- "cl-i'arts 1 designed for *HSB in other lines efhflsine'ss, particularly in connection with bakeries, laundries; the retail i'ce business; and the like.

Y The chart shewvn' preferably is printed on arelatively heavy piece at papercf-rectangular outline, as indicated-lat 2, andfit i-neludes a circular area enelesed"within the circumference 3. i This 1 area is 1 divided 'by means -61? ti -series cf concentric circles into a series of annular aaeas' or sections designatecl, respectively/by the "nu-ineralswt 'to 16* i'nclusive. Thisentire circular areal-is again divided by heavyra'dial lines 17* into 32 approximately equal segmental sections erspaces. Each ofthese spaces, except (me, are intended for the entry of items relating to in-individual daysbusiness, and thed'ays of theunoiith aredesi gnated by numbers located in the marginal space 1 opposite the respective:segmentalsections. The remaining-seetien 01* space contains headings or captions designating; the nature 01? the entries to be made in the annii'lar'areas. In

to 12 inclus'ive and the present instance these 1 headings consist ofthe-followingwords 01' abbreviations for them:

Merchandise; in area 6;'Dehit transfer; in area 7;-Ga sh,-in area-8-; -Profit-*&- loss; in area 9 ;Allowvances, in area 1O;'Gred it transfers, inarea 11; Wholesale, in 'area 12;"Retail' i-n area' 13; Total, in area 14;. Average,

in area 15'; and @heck in area-16.

'l he captien for the annular areas 12 and 1 3- also contain the Wci'dsqlig-h' average, designating the highest average previously made 1 by the sa'les'n'ian 'whose -1*eeord' is charted.

The clay spaces'er seetiens are eachdi vided by lines, such as those indicated at 18, into four sub-divisiens and the symbols F, S, T and A are located in the *marginal space 5 opposite the respective sub-divisions for eacl'i day, these-symbols standing, respectively, 'for- Forward; Score Total and Average. It sheuldbenot'ed that the lines 18 e-Xtend only 'tliro'ugh the annular-sections do not sub-divide "the innermost areas 13 120 16 inclusive.

= In; using this chart "the iner'cha'ndi'se" seld each day 'isj entered in the annnlar section" 6 as the scare fer-that day, this entry being in money value. *-'Fhe Velma-fleet the "sales is also entered in sectiens l2" and 1*3 in points, the whelesale eiitryheing' made i n section 12 and the reta il entry in section 13- "A ny 1 debit transfers, cash "-receivech l oss inc" rred, allowances and credit transfers for the day are all entered in the seore space and under the proper eap'tiens for that "particular- I day. Qenside-ring, for example," the entries "made for the 'thirdclay, it will he-ebserved that the meney value of the merchandise brought forward-from the previous day is $1O1.59 the cash itein brought ibrw'erd is- 171. 13; the allewan'ce it'em' brought forward is $5120, and the credit transferitem brought for- War-dis 16.13. The total. ')'revi0ns'-Whelesalesales'in points is 79. On this particular day the sales in money value. \vere$-19.2t; the cash taken i1i$2 1 :31;" theallowances n rade $260g and the Wholesale and retail szlles in peints 'are 36 and' 2 17, respectively. Addiiig this days' score to the items brbnght forward givestotiil's t0 dateefEB1 L83 for merchandise; $495.71 for 'cash;$7.80 for alle'wan'ces; 16.13 for credit transfers; 115 points forwholesale-sales, and 731 points for retail sales. This gives an a-verage of 38 points for Wholesale sales on this day and 2%?) points for retail sales. The averages for the cash items can also be entered if desired, but in this particular business this usually is not desirable. The retail sales points appearing in section 13 for any day are added to the total for the previous day, and divided by the number of days to def ermine the average which appears in section 15.

The point system has been adopted ratner generally for the purpose of scoring. In wholesale sales, one quart of milk is equiva lent to 1 point, an 8 quart can of milk or cream equals 5 points, and any package of cream in bottles is 1 point. In retail sales, a quart of milk is equal to 1 point, a quart of cream equals l points, and a half pint cream equals 1 point. Any other suitable scoring system may, however, be adopted.

It may here be explained that credit and debit transfers in this particular business cover transfers from one route to another. The. profit and loss column shows losses due to bad bills and the like; the allowance column shows allowances or concessions made to customers, or special prices made to them. It will be observed that all the essential debit, credit, and record items may be con veniently entered each day and added to the previous days total to give anew total which is carried forward to the next day. This applies to all the items in sections 6 to 12 inclusive. The retail sales in points are handled slightly different, as above described. It should also be observed that the caption section in areas 12 and 13 show me highest previous average for both retail and wholesale sales made by the salesman. In the particular example shown, the highest previous wholesale average was 59 points, and the highest previous retail average 240 points. Consequently, a sales manager or other ofiicial looking at this record can see at a glance exactly what this salesman has done for any individual day in the month charted, and he can compare the results with this salesmans previous high records. At the end of the month the totals are carried forward on the next months chart and entered in an audit summary, shown at the top of the chart at 20. The high averages also are entered in the space next below the captions on the chart for the new month.

Assuming that the proprietor or manager of the business wishes to determine the condition of the business on an individual route on any day, he would first collect the debits shown in the chart, consisting of the balance at the close of the previous month, found in the audit summary at the top of the chart, and add this to the entries under merchandise and debit transfers for the day in question. He would then get together his credits. consisting of the items under cash, profit & loss, allowances, and credit transfer-s. T he total of these credit items would be deducted from the total debits, enabling him to see whether or not a salesman had increased or decreased these debits.

The retail and wholesale totals in collections are entered in the space at the center of the circular portion of the chart. If these figures are above the previous averages they preferably are entered in green ink, while if they are below they are entered in red ink, so that a person familiar with the system would readily recognize the trend of this particular salesnians work. It is contemplated, also, that the salesman would be required to check each days entries by entering his initials in the spaces in section 16 so that his record will be put before him daily.

The triangular spaces 21, 22, 23 and 24, respectively, may conveniently be used to enter records such as cash shortage, errors in billing, merchandise shortage, and ledger adjustments, which items should be noted to complete the months record.

The charts preferably are made of convenient size so that they may be filed or bound in a binder of the loose leaf type, where they will afford a permanent record of the work of each salesman, and they may finally be used in makin up the yearly audit. The chart thus provides a very convenient and compact record, giving all the items essential to enable the manager to see clearly the exact condition both of the salesmans account at any time, and also of his record for any individual day.

It will be understood, of course, that certain changes may be necessary in the chart to adapt it for other lines of business, and that such changes may be made without departing from the spirit or scope of this invention.

Having thus described my invention, what I desire to claim as new is:

1. A chart of the character described comprising a series of concentric circles spaced apart to provide a series of annular areas between them, a series of radial lines spaced apart by substantially uniform distances and dividing said areas into a series of segmental spaces corresponding to a series of days, marginal numbers designating said day, and captions in said areas designating the nature of the items to be entered in said areas.

2. A chart of the character described comprising a series of concentric circles spaced apart to provide a series of annular areas between them, a series of radial lines spaced apart by substantially uniform distances'and dividing said areas into thirty-two substantially equal segmental spaces, marginal numbers opposite thirty-one of said spaces designating the days of the month, captions in the remaining space designating the nature of the items to be entered in said areas, a series of radial lines dividing said segmental spaces into sub-divisions, and marginal sym bols opposite said sub-divisions to designate the character of the entries to be made in said sub-divisions.

3. A chart of the character described having a circular area thereon with a series of concentric circles dividing said area into a series ofannular areas, a series of radial lines dividing said circular area into thirty-two substantially equal segmental spaces, captions in one of said segmental spaces designating debit, credit, and volume items to be entered in said areas, marginal numbers opposite theremaining segmental spaces designating the days of the month, a series of radial lines dividing said segmental spaces into sub-divisions, and marginal symbols opposite said subdivisions designating the items brought forward, the day score and the total.

4. A chart of the character described having a circular area thereon with a series of concentric circles dividing said area into a series of annular areas, a series of radial lines dividing said annular areas into a series of segmental spaces corresponding to a series and spaces for the entrance of items summar- 3 izing the previous record for a period of time correspondlng to that covered by the record made in said circular area.

HARRY B. TABOR. 

